Perigon Wealth Management Strengthens Leadership with New Chief People Officer
On April 8, 2026, Perigon Wealth Management, a notable independent wealth management firm recognized for its rapid growth and innovative approach, announced the appointment of Rory T. Shusted as its Chief People Officer (CPO). Operating with approximately $11.2 billion in client assets, Perigon is strategically enhancing its leadership. Shusted's addition is seen as essential in balancing the firm's expansion with a strong commitment to employee culture, a factor that CEO Arthur Ambarik emphasizes as vital to the firm's ongoing success.
In Shusted’s new role, she will work closely with Perigon's executive team to uphold and enhance the company’s core values, mission, and culture during a pivotal expansion phase. "Independent wealth management firms often face unique challenges in fostering a unified culture as they grow. I am excited to join Perigon at this crucial time and collaborate with the team to build upon their strong foundation," Shusted remarked.
Shusted is no stranger to leadership roles, having accumulated a wealth of experience across various sectors. Prior to joining Perigon, she served as Executive Vice President of Global Talent at RGP, a public professional services firm, and had roles at CarterBaldwin, a global search firm, and Larson-Juhl, part of Berkshire Hathaway. Her diverse background gives her a unique perspective on addressing the complexities inherent in fostering employee engagement and organizational development within a growing firm.
Perigon's strategic commitment to growth is evident from its leadership expansion that began earlier this year, where they introduced Jon Seif as Managing Director of Digital Strategy and Luke Samuels as Senior Director of Business Development. With Shusted on board, the firm aims to create scalable programs that support long-term employee development, ensuring that as the firm expands, it also nurtures a supportive and inclusive workplace.
Founded and led by lifelong financial advisors, Perigon Wealth Management focuses on delivering personalized wealth management solutions. It operates with a strong emphasis on providing its advisors with flexible business models that cater to their individual needs, thus maintaining their independence while simplifying operational tasks. As Perigon continues to grow, their commitment to improving the advisor-client relationship will remain central.
Furthermore, Perigon has received accolades, being named among Barron’s Top 100 RIA Firms for 2025 and one of AdvisorHub’s 50 RIA Firms to Watch in 2026. His recognition underscores Perigon’s robust market position and forward-thinking approach to wealth management.
As the wealth management industry evolves, Perigon Wealth Management is positioning itself as a leader not only by its assets but also through strategic human resource development. Rory T. Shusted's appointment marks an important step towards strengthening the firm’s culture and ensuring its growth is both successful and sustainable in the long term. As she steps into this role, the industry will be watching closely how Perigon leverages its leadership to embrace the changing landscape of wealth management while fostering a cohesive organizational culture.
In Shusted’s new role, she will work closely with Perigon's executive team to uphold and enhance the company’s core values, mission, and culture during a pivotal expansion phase. "Independent wealth management firms often face unique challenges in fostering a unified culture as they grow. I am excited to join Perigon at this crucial time and collaborate with the team to build upon their strong foundation," Shusted remarked.
Shusted is no stranger to leadership roles, having accumulated a wealth of experience across various sectors. Prior to joining Perigon, she served as Executive Vice President of Global Talent at RGP, a public professional services firm, and had roles at CarterBaldwin, a global search firm, and Larson-Juhl, part of Berkshire Hathaway. Her diverse background gives her a unique perspective on addressing the complexities inherent in fostering employee engagement and organizational development within a growing firm.
Perigon's strategic commitment to growth is evident from its leadership expansion that began earlier this year, where they introduced Jon Seif as Managing Director of Digital Strategy and Luke Samuels as Senior Director of Business Development. With Shusted on board, the firm aims to create scalable programs that support long-term employee development, ensuring that as the firm expands, it also nurtures a supportive and inclusive workplace.
Founded and led by lifelong financial advisors, Perigon Wealth Management focuses on delivering personalized wealth management solutions. It operates with a strong emphasis on providing its advisors with flexible business models that cater to their individual needs, thus maintaining their independence while simplifying operational tasks. As Perigon continues to grow, their commitment to improving the advisor-client relationship will remain central.
Furthermore, Perigon has received accolades, being named among Barron’s Top 100 RIA Firms for 2025 and one of AdvisorHub’s 50 RIA Firms to Watch in 2026. His recognition underscores Perigon’s robust market position and forward-thinking approach to wealth management.
As the wealth management industry evolves, Perigon Wealth Management is positioning itself as a leader not only by its assets but also through strategic human resource development. Rory T. Shusted's appointment marks an important step towards strengthening the firm’s culture and ensuring its growth is both successful and sustainable in the long term. As she steps into this role, the industry will be watching closely how Perigon leverages its leadership to embrace the changing landscape of wealth management while fostering a cohesive organizational culture.
Topics Financial Services & Investing）
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